Estate Planning Council of Central New York

04/17/2019

Join us Friday May 17th @ Press Room Pub 11:45am-2pm for a complementary lunch buffet with appetizers, wings, pizza, non-alcoholic beverages. Cash bar available.
RSVP by May 15 to Charlotte Crandall at
[email protected]

This program made possible through a grant from the William Crandall Scholarship Fund.

01/20/2019

This past Friday EPC held a joint meeting with the CNY Chapter of the Society of Financial Service Professionals. Our speaker Thomas Bezigian Jr. Esq. of Bond, Schoeneck & King, PLLC spoke about “Florida Residency - Establishing Florida domicile: Issues and Pitfalls to avoid.” Thanks to everyone that joined us!

09/27/2018

Community Foundation Breakfast - "Charitable Remainder Trusts"
Date: Tuesday, October 23, 2018
Time: 7:30am - 10:00am
Location: Crowne Plaza Hotel, 701 East Genesee St., Syracuse, NY 13210
Speaker: Philip L. Burke, Esq.

Mark your calendar and plan to attend the Central New York Community Foundation's Breakfast event to hear speaker Philip Burke, Esq., Parner and Chair of Woods Oviatt Gilman/s Family Weather and Estate Planning department, speak about "Charitable Remainder Trusts - Increased Interest due to Increased Interest (Rates)?".

Find more information and reservation details at this link:

http://www.calendarwiz.com/calendars/popup.php?op=view&id=122130428&crd=cnycf

or

Contact: Tom Griffith
Email: [email protected]
Phone: 315-422-5544

Charitable Remainder Trusts Presented by Philip L. Burke, Esq. Partnerand Chair of Woods OviattGilman’s Family Wealth andEstate Planning Department DESCRIPTION Charitable Remainder Trusts: Increased Interest due to Increased Interest (Rates)?A charitable remainder trust (CRT) can be an excelle...

09/27/2018

Our season opening luncheon took place today! Dave Herring and Rick Tidd from Bowers & Company presented on 2017 tax reform and its effects on individuals and businesses. Current President, David Treichler presented Former President, Pat Greenhouse with the traditional gavel plaque for her hard work and dedication to the Estate Planning Council.

06/20/2018

06/20/2018

06/19/2018

Views from the roof!

06/19/2018

Our NextGen event at the rooftop of Barclay Damon tonight was a hit! If you would like to join as a new member please contact us! Thank you to those who came out to enjoy the sunshine and views of Syracuse.

06/14/2018

Last day to RSVP is TOMORROW. Come meet your peers on the Barclay Damon rooftop – the best 360 degree view of Syracuse in the city!

Are you a designated estate planning professional under the age of 45 or with less than 3 years of experience in the profession?

Open to current EPC members who bring a prospective member who is a Next Gen professional.

*Next Gen is defined as an estate planning professional under age 45, emerging professionals in the first 3 years of their career and students considering careers in estate planning.

01/19/2018

Members enjoyed today's joint luncheon with the CNY Chapter of Society of Financial Service Professionals (Official National Page) - Our guest speakers, Jeffrey R. Hoenle & Ruth Flynn Raftery presented "The Intersection of Estate Planning, Financial Planning, and Income Tax".